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The KISS Concept for Investing
Episode 492
This podcast was created for you–not me. I’m here to help you think differently about retirement and find a concept or tool that will help you take a…
2 years, 10 months ago
How Listener Mike is Finding His Purpose in Retirement
Episode 491
The oldest person is 120 years old, but they probably didn’t have a plan to live that long. Many people don’t have a plan for the decades between 60 …
2 years, 10 months ago
How Does the 5-Year Rule Work for Roth Conversions?
Episode 490
“If you are looking for someone to believe in, believe in yourself. The only authentic authority is your own original nature.” Vernon Howard
Are you r…
2 years, 10 months ago
The 8 Pillars of Rocking Retirement: Non-Financial - Passion and Relationships
Episode 489
It’s time to wrap up the eight retirement pillars with the final two non-financial pillars: passion and relationships.
In this episode, you’ll learn …
2 years, 10 months ago
The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset
Episode 488
Rocking retirement requires focusing on both the financial and non-financial aspects of retirement. In the previous two episodes we explored the fou…
2 years, 11 months ago
The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization
Episode 487
Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work through the 8 pillars of rocking retirement this month…
2 years, 11 months ago
The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility
Episode 486
If you don't know where you are going any path will get you there. This is why it is so important to have a vision of where you want to go–you don’t …
2 years, 11 months ago
The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock
Episode 485
This month we’re heading back to basics. All month long we’ll be building your foundational understanding of how to create a rocking retirement. If y…
2 years, 11 months ago
How Should Spouses Claim Their Social Security Benefits?
Episode 484
How will Social Security benefits fit into your retirement equation? If you have a spouse, there is an added level of complexity when considering you…
3 years ago
What Retirement Planning Software Should I Use?
Episode 483
If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retire…
3 years ago